Our Approach

We’ll help you prepare for the expected - and the unexpected

Enjoy life now while planning for tomorrow. We will work with you over time to help you plan to achieve your financial goals based on what is truly important to you – and adapt to any changes along the way. With our exclusive Confident Retirement® approach, we provide personalized financial advice and solutions across all areas of your financial life. And if there is anyone you care about who could benefit from a second set of eyes, we would be glad to help them.

For more than 120 years Ameriprise has put clients first — which is why we are rated #1 in the investment industry in customer loyalty.

Workplace Education

These days, personal finances can be a source of stress and a distraction for employees. In response, employers are searching for ways to help them maximize their income and benefits potential so they can stay focused on their jobs.

Offered as an employee benefit, the Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on:

Managing everyday expenses

Making the most of their company benefits

Planning for retirement

Our financial wellness program offers practical advice, educational workshops, tools and resources that can help employees make informed financial choices and be happier, healthier contributors to their workplace.

#1 in customer loyalty: Rating based on responses to a consumer survey as part of the Temkin Loyalty Index, 2017. The 2017 Temkin Group Loyalty Index is an average of five loyalty ratings: repurchasing from the company, recommending the company to others, forgiving the company if it makes a mistake, trusting the company, and trying the company’s new offerings. The survey was fielded in January 2017 to 10,000 U.S. consumers, with quotas for age, income, ethnicity, and region to ensure that the distribution of respondents matched the U.S. Census data for the U.S. population. Consumers were asked to identify companies that they had interreacted with over the previous 90 days and were asked a series of questions about a random sample of those organizations, drawing from a total of 329 companies across 20 industries. For each company, the percentage of customers who considered themselves “very likely” to exhibit each of the five loyalty behaviors is determined. The Temkin Loyalty Index is then calculated by averaging the percentage of those five behaviors. See temkingroup.com for more.

The Confident Retirement approach is not a guarantee of future financial results.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Ameriprise financial advisors are individually licensed/registered to do business only in certain U.S. states. Please refer to an advisor’s personal website, accessed through the Team Tab above, for a list of states.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.